Business Information:
- Name: Strategic Vision Wealth Management – Financial Planning Oxfordshire
- Website: https://svwm.co.uk/
- Address: Clock Tower 2, 4 High St, Kidlington OX5 2DH
- Phone: 01865 664066
Description:
Strategic Vision Wealth Management (SVWM), located in Oxford, Oxfordshire, UK, is a distinguished independent financial advisory firm committed to providing tailored financial planning and investment strategies. Founded by Jonathan Lawrence, SVWM distinguishes itself with a bespoke approach, ensuring that each client receives personalized guidance that aligns with their specific financial circumstances and aspirations. **Services Provided:** – **Pensions:** SVWM offers expert assistance with both personal and workplace pensions, guiding clients towards a secure and enjoyable retirement. – **Investments:** They specialize in creating and managing investment portfolios that focus on wealth growth while balancing risk in alignment with individual risk profiles. – **Retirement Planning:** Their services encompass comprehensive strategies for retirement income, tax optimization, and estate planning to secure clients’ financial futures. – **Corporate Services:** For entrepreneurs, SVWM provides advice on corporate pensions, group protection plans, and various financial products designed to promote business growth and employee well-being. – **Specialized Services for Healthcare Professionals:** Understanding the unique financial challenges faced by medical practitioners, SVWM offers tailored advice on NHS pensions, private practice finances, and tax-efficient investment strategies. **Client-Centric Approach:** SVWM serves a wide range of clients, including individuals, families, healthcare professionals, and small to medium enterprises. Their client-focused philosophy prioritizes building long-lasting relationships grounded in trust, transparency, and a deep understanding of client needs. **Regulatory Compliance and Philosophy:** As an independent entity, SVWM is free from affiliations with specific product providers, allowing them to provide unbiased advice. They are regulated by the Financial Conduct Authority (FCA), adhering to strict regulatory standards. Their guiding principles include clear communication, ethical practices, and a steadfast commitment to achieving optimal outcomes for their clients. **Location and Accessibility:** Operating from Oxford, SVWM extends its services to clients throughout the UK, offering flexible meeting options, including in-person consultations or virtual appointments, to ensure convenience and accessibility. Through their holistic approach to financial planning, SVWM empowers clients to manage the complexities of financial affairs, from wealth accumulation to preservation, promoting financial security and peace of mind.
Additional Information:
Strategic Vision Wealth Management (SVWM), located in Oxfordshire, is your go-to destination for personalized financial planning. With a dedication to bespoke service, SVWM stands out among financial advisers in Oxford and throughout Oxfordshire. Founded by Jonathan Lawrence, the firm takes pride in creating tailored financial strategies that align with each client’s unique goals and circumstances.
One of the key services offered is pension planning. Whether you’re considering a personal pension or exploring workplace options, SVWM provides expert guidance to help you build a comfortable nest egg for retirement. Their focus is on understanding your individual needs to ensure you enjoy financial security in your golden years.
Investments are another significant area of expertise at SVWM. The firm helps clients navigate the complexities of investment portfolios, aiming to grow their wealth while managing risk according to personal preferences. This thoughtful approach makes SVWM a prominent choice for those seeking financial advisers in Oxfordshire who genuinely prioritize client success.
Retirement planning at SVWM goes beyond just investments; it encompasses strategies for income in retirement, tax planning, and estate planning. These elements are crucial for ensuring that you maintain a comfortable lifestyle once you stop working. With SVWM by your side, you can have peace of mind knowing that your future financial needs are in capable hands.
Business owners will find that SVWM offers specialized corporate services tailored to support company growth and employee welfare. From company pensions to group protection, the firm provides strategies that help businesses thrive while also caring for their employees’ financial well-being.
Particularly noteworthy is SVWM’s focus on medical professionals. Understanding the unique financial challenges faced by doctors and practitioners, the firm offers specialized advice on NHS pensions, private practice considerations, and tax-efficient investment strategies. This makes them a preferred choice among financial advisers in Oxford.
SVWM’s commitment to building long-term relationships based on trust and transparency ensures you receive impartial advice without being tied to any specific product providers. As an independently regulated firm by the Financial Conduct Authority (FCA), you can be confident that you are receiving top-notch service.
Conveniently based in Oxford, SVWM serves clients across the UK, often meeting them via virtual consultations. Their comprehensive approach to financial planning aims to simplify the complexities of managing wealth, allowing you to focus on what truly matters—your financial peace of mind. If you’re seeking reliable financial advisers in Oxford or throughout Oxfordshire, look no further than Strategic Vision Wealth Management.
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